+69.2%
KR vs SOXQ
+286.7%
-217.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.9% |
| 7D | -0.2% | +0.8% | -0.9% | -0.1% |
| 30D | +5.1% | -4.6% | +9.6% | +4.7% |
| 3M | -8.2% | -10.2% | +2.0% | -8.5% |
| 6M | -18.0% | +49.7% | -67.7% | -15.7% |
| YTD | -4.8% | +67.2% | -72.0% | -1.6% |
| 1Y | -11.0% | +98.0% | -109.0% | -7.6% |
| 3Y | +37.7% | +237.2% | -199.5% | +41.8% |
| 5Y | +52.8% | +261.3% | -208.5% | +50.7% |
| All | +69.2% | +286.7% | -217.4% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling